Team | Patrick Traverse

Patrick Traverse is a wealth advisor and a tactical investment proponent who cares deeply about his clients’ needs. Before joining Belpointe, Patrick was most recently with the MacDonald Tax & Financial Group and Index Strategy Advisors. He enjoys playing golf and hockey and loves trying new restaurants. Patrick received a Bachelor of Arts degree from Quinnipiac University in Hamden, Connecticut.

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About Planning

Each Investment Adviser Representative takes discretion on what type of investment advice and/or planning is needed for a client and how that planning is not be implemented. Each client receives a unique and customized experience.

About Investing

Past Performance is No Guarantee of Future Results. The past performance of an index, investment product or money managers has no bearing on its future performance.

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